← All themes Artificial Intelligence

AI Software & Applications

AI software and applications are the products that turn a model into a job someone will pay for — code assistants, document processing, drug discovery platforms, and vertical tools. Value here depends on distribution and data access rather than on model size.

85 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
676	MIC Means Investment Company Bangor, Maine	$4.03M	+$175K	2	0.45%	Increased
677	GFS GYL Financial Synergies West Hartford, Connecticut	$4.03M	-$2.4M	1	0.3%	Reduced
678	Walleye Trading New York	$4.02M	+$1.34M	6	0.01%	Increased
679	Concurrent Investment Advisors Tampa, Florida	$4M	-$372K	2	0.12%	Reduced
680	MC Meteora Capital Boca Raton, Florida	$3.96M	-$1.9M	2	1.1%	Reduced
681	Great Valley Advisor Group Wilmington, Delaware	$3.95M	-$367K	3	0.1%	Reduced
682	CC Cadinha & Co Honolulu, Hawaii	$3.93M	+$2.39M	1	0.67%	Increased
683	Circle Wealth Management Summit, New Jersey	$3.91M	-$403K	2	0.09%	Reduced
684	Scotia Capital Toronto, Ontario, Canada	$3.89M	+$242K	1	0.02%	Increased
685	GIA Gladstone Institutional Advisory Palm Beach Gardens, Florida	$3.88M	+$2.79M	2	0.19%	Increased
686	Assenagon Asset Management Senningerberg, Luxembourg	$3.87M	+$2.97M	3	0.01%	Increased
687	SCM Seascape Capital Management Portsmouth, New Hampshire	$3.85M	+$2.69M	1	1.37%	New
688	Ingalls & Snyder LLC New York	$3.85M	-$4.53K	3	0.15%	Reduced
689	BL BFSG LLC Irvine, California	$3.85M	-$36.2K	2	0.45%	Reduced
690	Atria Investments Charlotte, North Carolina	$3.83M	+$902K	4	0.05%	Increased
691	Belpointe Asset Management Reno, Nevada	$3.8M	+$1.38M	2	0.23%	Increased
692	NFSG Newbridge Financial Services Group Boca Raton, Florida	$3.79M	+$32.4K	3	1.33%	Increased
693	Atomi Financial Group New York	$3.79M	+$389K	3	0.24%	Increased
694	NPF Norris Perne & French Grand Rapids, Michigan	$3.77M	+$345K	1	0.26%	Increased
695	Graham Capital Management Rowayton, Connecticut	$3.77M	+$1.12M	7	0.06%	Increased
696	Cannell & Spears New York	$3.77M	-$22.3K	2	0.07%	Reduced
697	UAG United Advisor Group Cincinnati, Ohio	$3.76M	+$462K	1	0.85%	Increased
698	Dynamic Advisor Solutions Phoenix, Arizona	$3.75M	+$1.04M	3	0.11%	Increased
699	P Pitcairn Conshohocken, Pennsylvania	$3.74M	+$709K	1	0.22%	Increased
700	Ilmarinen Mutual Pension Insurance Helsinki, Finland	$3.72M	$0	1	0.04%	Maintained